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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,749 | $50,947-27.9% | $74,549-50.7% | $64,173-42.7% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -8.81% | -1.85%-7.0pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $803 | $1,115-28.0% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $2,500 | $2,302+8.6% | $3,108-19.6% | $3,470-27.9% |
| Admin fee / account holder | $2,974 | $4,221-29.5% | $5,059-41.2% | $4,887-39.1% |